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Notis

Flag leads that need contact cleanup

Surface suspect lead details in Callingly before they cause repeated, unproductive follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Lead

Updates an existing lead’s contact details, status, or blocking settings.

Why this helps

Teams can keep retrying a lead whose contact information is invalid because the data issue was never made visible.

  • Make contact data problems visible in the Callingly lead record.
  • Avoid treating an unverified contact as ready for follow-up.
  • Keep the original submitted details available for review.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Callingly once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to check the submitted phone and email with Addressfinder and update the specified Callingly lead status or blocking settings when the contact details are invalid or incomplete.
  • 4Pick the webhook trigger and have your lead intake system send the lead identifier and contact details to its HTTP endpoint.
  • 5Choose where run reports go, then test with one real lead that has a known data issue.

Questions about this workflow

Does this delete leads with invalid contact details?

No. It uses Update Lead to make a status or blocking change. It does not delete the lead.

What details should the request include?

Include the Callingly lead identifier and the contact values you want Addressfinder to check.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Callingly. A trigger fires from one place; an action lands in another.

Addressfinder triggers

Callingly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Activate/Deactivate Client Account

Activates or deactivates a client account to control access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates a new agent.

ActionInstant

Create Outbound Call

Creates a call record and immediately places an outbound call, which may incur a cost.

ActionInstant

Create Client

Creates a new client account under your agency.

ActionInstant

Create Team

Creates a new team.

ActionInstant

Create Webhook

Creates a webhook for real-time call or lead notifications.

ActionInstant

Delete Agent

Permanently deletes an agent from an account.

ActionInstant

Delete Client

Deletes an existing client from your account.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Callingly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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